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Avoid Forced Capital Gains: Using a Section 351 ETF Exchange Before a Take-Private Deal

Using a Section 351 ETF Exchange Before a Take-Private Deal

Imagine holding a stock for years, watching it appreciate 300%, only to see that position disappear from your brokerage account because a private equity firm decided to take the company private. You get a cash premium for the shares, but when a public company is acquired for cash, or a mix of cash and stock, … Read more